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Arlington Family Offices
Multifamily office listing in Birmingham, Alabama, United States.
- SEC-registered
- Headquarters
- Birmingham, AL
- Regulatory AUM
- $2.3 billion
- Employees
- 14
- SEC CRD
- 109335
Arlington Partners LLC is an investment adviser connected with Arlington Family Offices, a multi family office organization serving selected families through investment, fiduciary, tax, custody, and family wealth services.123
Overview
The firm’s principal office is in Birmingham, Alabama.1 Arlington Family Offices describes its organization as a trade name used by Arlington Trust Company, LLC, Arlington Associates, LLC, and affiliated companies.2 Arlington Trust Company provides trust, fiduciary, investment advisory, and custody services to family office clients.2 Arlington Associates provides selected professional tax services to family office clients.2
Arlington’s website lists Birmingham, Franklin, Tennessee, and Dallas locations.2 A September 2026 company press release describes the business as serving selected ultra high net worth families through multidisciplinary services.3
History
The September 2026 press release says the business was built organically beginning in 1998.3 Birmingham is described as Arlington’s original location.2 Arlington acquired the Courtney House in Franklin, Tennessee, as its second location in 2019.2 In September 2026, Arlington announced its Dallas office at the historic Old Parkland campus, joining its Birmingham and Franklin locations.3
Timeline
- 2019Arlington acquired the Courtney House in Franklin, Tennessee, as its second location in 2019.
- 2026A September 2026 company press release describes the business as serving selected ultra high net worth families through multidisciplinary services.
Leadership
Arlington’s website lists Ken Polk as Founder and Chief Executive Officer.2 Stephen Rowe is listed as President.2 Elliot Robbins is listed as Chief Fiduciary Officer.2 Emily Vanlandingham is listed as Chief Operating Officer.2 John Lueken is listed as Senior Family Investment Advisor.2 Craig Stephens is listed as Senior Family Wealth Advisor.2 Peter Barber is listed as Managing Director and Family Wealth Planning.2
Services
The firm reports investment company portfolio management, pooled investment vehicle portfolio management, and selection of other advisers.4 Its reported management is entirely discretionary, with non discretionary assets under management of zero.4 Reported compensation methods include a percentage of assets and performance based fees.4
Arlington Trust Company provides trust, fiduciary, investment advisory, and custody services.2 Arlington Associates provides selected professional tax services.2 Arlington’s website describes investment portfolio management intended to preserve and grow family fortunes, along with systems addressing family wellbeing.2 It also describes systems and processes for organizing family affairs and helping families devote more time to relationships, companies, communities, and causes.2
What the firm offers
- Investment management
- Tax planning
- Trust and fiduciary
Client focus
Arlington Family Offices describes its work as serving family office clients.2 The September 2026 press release identifies selected ultra high net worth families as its client focus.3 Arlington’s website says its process begins by exploring a family’s spiritual, human, intellectual, social, and financial capitals before determining fit.2
Investment philosophy and approach
The firm says it creates a bespoke office model within a multi family structure based on each family’s interests, personality, habits, and goals.2 Arlington identifies entrepreneurialism, independence, and long term thinking as guiding principles.2 Its website also describes ownership governed by purpose and says there are no external shareholders.2
Assets and minimums
The latest directory record reports regulatory assets under management of $2,311,652,119, 24 accounts, and 14 employees as of March 26, 2026.5 The latest filing summary reports 15 pooled investment vehicles with $1,706,403,663 and one investment company with $605,248,456.5 Arlington’s website separately states current headline measures of $16 billion in assets under stewardship, 870 Souls Under Management, 84 families served, 71 team members, and 28 years serving families, as accessed October 23, 2026.2
By the numbers
| Year | Regulatory AUM | Discretionary | Non-discretionary |
|---|---|---|---|
| 2016 | $1.1 billion | $707 million | $406 million |
| 2017 | $1.5 billion | $931 million | $597 million |
| 2018 | $1.6 billion | $1.4 billion | $151 million |
| 2019 | $1.4 billion | $1.3 billion | $153 million |
| 2020 | $5.4 billion | $1.8 billion | $3.6 billion |
| 2021 | $5.3 billion | $2.3 billion | $3.0 billion |
| 2022 | $6.4 billion | $3.4 billion | $3.1 billion |
| 2023 | $6.1 billion | $3.4 billion | $2.7 billion |
| 2025 | $1.7 billion | $1.7 billion | $0 |
| 2026 | $2.3 billion | $2.3 billion | $0 |
| Year | Average AUM per client |
|---|---|
| 2018 | $16 million |
| 2019 | $14 million |
| 2020 | $44 million |
| 2021 | $39 million |
| 2022 | $38 million |
| 2023 | $34 million |
| 2025 | $103 million |
| 2026 | $144 million |
| Client type | Clients (2026) |
|---|---|
| Investment companies | 1 |
| Pooled investment vehicles | 15 |
| Year | Employees |
|---|---|
| 2016 | 17 |
| 2017 | 20 |
| 2018 | 23 |
| 2019 | 28 |
| 2020 | 27 |
| 2021 | 30 |
| 2022 | 39 |
| 2023 | 39 |
| 2025 | 14 |
| 2026 | 14 |
Ranks #2 of 3 SEC-registered firms in AL on MultifamilyOffices.com by regulatory AUM.
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 109335. Ranking uses only firms profiled on MultifamilyOffices.com. As of .
FAQs
What is Arlington Partners LLC?
Arlington Partners LLC is the legal and primary business name identified in its SEC Form ADV filing.1
What services does Arlington provide?
Reported services include investment company portfolio management, pooled investment vehicle portfolio management, and selection of other advisers.4 Related Arlington organizations provide trust, fiduciary, investment advisory, custody, and selected tax services.2
Where does Arlington operate?
Arlington identifies Birmingham as its original location, Franklin as a second location established in 2019, and Dallas as a newer location announced in September 2026.23
Related resources
- LocationMultifamily offices in Alabama
This page helps Alabama families and business owners compare multi family office options by service focus and location. It gives context for considering investment management, tax planning, and trust or fiduciary support through an organization connected with Arlington Family Offices.
- Network siteEstatePlanner.com
EstatePlanner.com offers practical guides on wills, trusts, and related planning choices. Readers considering investment management alongside tax planning and fiduciary services can use these materials to identify questions about estate documents, family decisions, and coordination with professional advisers.
- GuideMFO vs SFO vs virtual family office
This comparison explains how multi family offices, single family offices, and virtual family offices differ in structure and service delivery. A family or business owner can use it to think through whether shared investment, tax, custody, and fiduciary resources fit their needs.
- GuideFiduciary duty vs suitability
The fiduciary duty versus suitability page explains two standards that may apply when financial advice is provided. Readers evaluating investment management and trust services can use the distinction to prepare questions about responsibilities, conflicts, recommendations, and the type of relationship they are considering.
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Anderson Growth Partners, LLCProfiles of Stewardship Investment Planning, Waverly Advisors, LLC, and Anderson Growth Partners, LLC provide similar points of comparison on this site. Reviewing their listed services may help a family or business owner compare approaches to investment management, tax planning, and fiduciary support.
Sources
- SEC Form ADV PDF , filed March 28, 2025; latest directory record as of March 26, 2026.
- Arlington Family Offices , accessed October 23, 2026.
- PRNewswire announcement , published September 14, 2026; accessed October 23, 2026.
- Form ADV filing details , accessed October 23, 2026.
- Form ADV filing summary , accessed October 23, 2026.
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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